In this month's 'A Spotlight On' panel, Alex Farlow, Head of Multi-Asset Fund Research was joined by:

• BNY Mellon - Simon Nichols, Portfolio Manager

• Aviva Investors – Shane O’Brien, Senior Investment Director and Head of Multi-Asset & Macro Investment Specialists

• LGIM - Andrzej Pioch, Fund Manager of the Multi-Index Funds

The panel covered their views on inflation and interest rates and what this means for portfolio positioning, the opportunities that has been thrown up by the debt ceiling and how they think about structuring their portfolio in terms of regional exposure and the rationale behind it.

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A Spotlight On will be back at 9:30am on Thursday 15th June, where we will be looking at the opportunities in Asia and Emerging Markets. Jock Glover, Strategic Relationships Director, will be joined by:

• Chris McGoldrick - First Sentier Investors

• Dan Hurley - T.Rowe Price

• James McDermottroe - Invesco

Don't miss out and register here.